Onboarding Client Intake Form
7004 NW 63rd Street Suite 101 Bethany, OK 73008 (405) 506-0912
Tax Year
# of W2s for the tax year mentioned
Would you like to request an Advance up to $7K
Please Select
Yes
No
Would like more information
Filing Status
Please Select
Single (S)
Head of Household (HOH)
Married Filing Joint (MFJ)
Married Filing Separate (MFS)
Unsure
Name
Name
DOB
Social Security Number
Email Address
Name of Spouse
Name
DOB
Social Security Number
Email Address
Address
City, State, Zip Code
Contact Number
Do you owe Federal, State, Child Support, Student Loans etc?
Please Select
Yes
No
Unsure
Dependent Name & Date of Birth
Dependent SSN#
Dependent Relationship to Taxpayer
Please Select
Daughter
Son
Mother
Father
Brother
Sister
Stepchild
Other
Dependent Name & Date of Birth
Dependent SSN#
Dependent Relationship to Taxpayer
Please Select
Daughter
Son
Mother
Father
Brother
Sister
Stepchild
Other
Dependent Name & Date of Birth
Dependent SSN#
Dependent Relationship to Taxpayer
Please Select
Daughter
Son
Mother
Father
Brother
Sister
Stepchild
Other
Do you have Child Care Expenses? If yes, please provide letter from Child Care Facility with appropriate information to claim this credit.
Please Select
Yes
No
Did you or your dependents attend post secondary school? If yes, please provide 1098-T Form.
Please Select
Yes
No
Do you have a business?
Name of Business
Business EIN
How would you like to receive your Refund?
Please Select
Direct Deposit
Check
Prepaid Card
How would you like to pay for your Tax Prep Fee?
Please Select
Deduct from Refund
Pay Upfront
I understand if the IRS or State does not issue my refund for any reason I am still responsible for my tax prep fee due to QM Investments and Financial Planning LLC.
Which of our services are you interested in?
Tax Preparation/Planning
Accounting/Notary
Business Startup
Bookkeeping/Payroll
Legal Document Completion
Quarterly Taxes
Business Mentorship
Business Documents/Organization
How did you hear about us?
Referral
Social Media
Other
Additional Information
Attachment
Browse Files
Drag and drop files here
Choose a file
Please include any attachments (e.g., logo, mission statement, annual report, etc.) that would help us better understand your company's needs.
Cancel
of
Submit
Should be Empty: